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Brand Financial Training > CII R06 Financial Planning Practice

CII R06 Exam: Financial Planning Practice

The CII’s R06 is one of the core units of the Diploma in Regulated Financial Planning. It is a 3-hour exam based on two case studies, which are released two weeks prior to the exam sitting, and has a nominal pass mark of 55%.

The exam syllabus covers gathering client information; understanding their aims, objectives and risk profile; conducting a fact-find; analysis of client data; producing a financial plan and justifying recommendations; monitoring client circumstances.

Our learning resources

Receive a PDF download link to our FREE R06 How to Pass Guide via email when you make a purchase or request a free taster for any of our R06 resources. It’s our gift to you!

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R06 Study Kits
CII R06 RO6 study kits learning resources
Study Kits

This is for you if …

You require multiple resources and wish to save money. Make use of our R06 study kits, reducing the cost of your CII exam study with an automatic discount of 10%. Choose from our R06 study kits with two or three resources.

R06 PDF Analysis for the October 2025 exam
CII R06 RO6 PDF Analysis
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This is for you if …

You need expert help as you prepare for the forthcoming R06 exam. The R06 analysis package provides a full detailed analysis of the case studies and includes likely questions with model answers; generic questions and answers; self-test questions; past paper analysis; exam technique; email support day (with Q&A document of useful questions posed on the day); and access to our free exam preparation video.


Overview
FREE taster available
Email Support available
R06 PDF Past Analyses from earlier exam sittings
CII R06 RO6 PDF Past Analyses
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You want to practise using our analyses from earlier exams. The R06 past analyses provide types of questions and examiner’s comments, exam technique, past paper analysis, and generic questions that include product areas and technical knowledge.


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FREE taster available
Study Kits available
R06 PDF Calculation Workbook
CII R06 RO6 PDF download calculation workbook formula formulae
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This is for you if …

You need help with the calculations aspect of your CII R06 exam. This R06 calculation workbook helps you decipher and extract the necessary information from a calculation question and provides calculation questions with full step-by-step answers, detailed explanations and cross-references to the relevant CII study text.


Overview
FREE taster available
Study Kits available
R06 PDF Revision Notes
CII R06 RO6 PDF download revision notes
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This is for you if …

You are further along with your CII R06 exam studies and are now ready to focus on a streamlined version of the R06 exam content combined with self-test questions, to meet the requirements of the CII R06 learning outcomes and exam syllabus.


Overview
FREE taster available
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Looking for some general advice on how to pass your CII R06 exam?
Download our R06 How to Pass Guide in PDF format.

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    Brian HemmingsBrian HemmingsChartered Financial Planner, GMB Portfolio Services Ltd, Edinburgh
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  • "Brand Financial Training's great material was easy to use and really helped me get through some areas to get the Diploma. I'll use them next time for future exams."
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  • "At the age of 20 I became the youngest person to hold the CII Diploma. I achieved this through hard work and the use of resources including those provided by Brand Financial Training; in particular the mock exams, study notes and the extremely helpful Calculation Workbooks. I'm now moving forward with the Advanced Diploma and continue to use Brand Financial Training's resources to aid my progression to Chartered Status. I certainly recommend them."
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  • “The hard work needed to get through exams is paying off. Many more advisers have been inspired to learn and work hard. My old boss told me once – we don’t sell widgets – we sell knowledge, trust and confidence. Knowledge is a key component - the trust equation is a whole different subject, but many more advisers have been on a learning journey that is sure to continue - and the stats prove it. Well done to everyone at Brand for supporting them on that journey."
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  • "I have used Brand Financial Training for many of my CF & R0 exams. Each module has done exactly what it days on the tin, and it helps you pass your exams. The material is very detailed, but not to the point it's overwhelming. It complements the CII coursework, but gives you a detailed understanding of the topics and puts your theory into practice. I have a 100% success rate so far, and I wouldn't hesitate to recommend the service to any of my colleagues or friends."
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